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Richard C. Young & Co’s Vodafone VOD Stock Holding History

Richard C. Young & Co’s Portfolio VOD Stock Details VOD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-91,923
Closed -$2.68M – 66
2016
Q3 		$2.68M Sell
91,923
-2,805
-3% -$85.4K 0.58% 47
2016
Q2 		$2.93M Sell
94,728
-8,368
-8% -$272K 0.65% 44
2016
Q1 		$3.3M Sell
103,096
-2,525
-2% -$78.6K 0.74% 45
2015
Q4 		$3.41M Sell
105,621
-6,280
-6% -$205K 0.78% 45
2015
Q3 		$3.55M Sell
111,901
-4,294
-4% -$153K 0.88% 45
2015
Q2 		$4.24M Sell
116,195
-10,650
-8% -$384K 0.95% 46
2015
Q1 		$4.14M Buy
126,845
+68,806
+119% +$2.37M 0.91% 46
2014
Q4 		$1.98M Sell
58,039
-58,296
-50% -$1.96M 0.42% 59
2014
Q3 		$3.83M Buy
116,335
+4,916
+4% +$164K 0.82% 44
2014
Q2 		$3.72M Buy
111,419
+4,891
+5% +$173K 0.75% 49
2014
Q1 		$3.92M Sell
106,528
-173,217
-62% -$6.68M 0.83% 43
2013
Q4 		$11.2M Sell
279,745
-3,570
-1% -$134K 2.43% 6
2013
Q3 		$10.2M Buy
283,315
+6,491
+2% +$205K 2.3% 6
2013
Q2 		$8.11M Buy
+276,824
New +$8.26M 2.02% 19

Other funds holding VOD

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AGA
Altrinsic Global Advisors Stamford, Connecticut $2.79B AUM 7.25% 1-Year Est. Return

Richard C. Young & Co's VOD Position: Q4 2016 in Review

Richard C. Young & Co sold out of Vodafone (VOD) in Q4 2016, closing a stake of 91,923 shares — an estimated $2.68M sold.

Richard C. Young & Co first reported a position in VOD in Q2 2013 and held it in 14 quarters. The position peaked at $11.2M in Q4 2013. 615 funds tracked by Wall St. Rank hold VOD as of Q4 2016.

  • Richard C. Young & Co reported no remaining Vodafone position as of Q4 2016 after selling out during the quarter.
  • Richard C. Young & Co sold 91,923 Vodafone shares in Q4 2016, an estimated $2.68M.
  • Richard C. Young & Co first reported a position in Vodafone in Q2 2013 and held it in 14 quarters.
  • Richard C. Young & Co's Vodafone position peaked at $11.2M in Q4 2013.
  • 615 funds tracked by Wall St. Rank held Vodafone as of Q4 2016.

Based on Richard C. Young & Co's 13F filing for Q4 2016, filed 10 Feb 2017.